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Richard Bernstein Advisors’s International Bancshares IBOC Stock Holding History

Richard Bernstein Advisors’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-69,103
Closed -$2.88M – 287
2021
Q3 		$2.88M Buy
69,103
+6,174
+10% +$252K 0.06% 174
2021
Q2 		$2.7M Hold
62,929
– – 0.06% 176
2021
Q1 		$2.92M Hold
62,929
– – 0.07% 159
2020
Q4 		$2.36M Buy
+62,929
New +$2M 0.06% 183

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Richard Bernstein Advisors's IBOC Position: Q4 2021 in Review

Richard Bernstein Advisors sold out of International Bancshares (IBOC) in Q4 2021, closing a stake of 69,103 shares — an estimated $2.88M sold.

Richard Bernstein Advisors first reported a position in IBOC in Q4 2020 and held it in 4 quarters. The position peaked at $2.92M in Q1 2021. 182 funds tracked by Wall St. Rank hold IBOC as of Q4 2021.

  • Richard Bernstein Advisors reported no remaining International Bancshares position as of Q4 2021 after selling out during the quarter.
  • Richard Bernstein Advisors sold 69,103 International Bancshares shares in Q4 2021, an estimated $2.88M.
  • Richard Bernstein Advisors first reported a position in International Bancshares in Q4 2020 and held it in 4 quarters.
  • Richard Bernstein Advisors's International Bancshares position peaked at $2.92M in Q1 2021.
  • 182 funds tracked by Wall St. Rank held International Bancshares as of Q4 2021.

Based on Richard Bernstein Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.